Onboarding &
Process Coaching

Get all the training, resources, and accountability you need from our team of process experts to quickly get up and running with systems.

Implementing systems doesn’t have to be so hard anymore.

Follow our proven process. Become a process expert. Take your company to the next level.

Live Classes
Attend live classes with a LeadSimple process expert, from initial software training through process-specific coaching classes. Stay accountable and work on homework assignments between classes.

Get access to our fully customizable, property management specific templates to get you started.

Our process worksheets walk you through how to think through a process and develop a process mindset so you can build processes like a pro.

Articles & Videos
Take advantage of our full library of help articles, video courses, and tutorials.

Meet the WHO that knows HOW


Customer Implementation Pilot


Customer Outcomes Pilot

We here at LeadSimple are passionate about helping property managers win by bringing structure and automation to every part of your business, from sales to operations.

Our in-depth knowledge about property management, automation, and tech have allowed us to help hundreds of PMs systematize their businesses over the years, equipping property managers to run successful, efficient, and profitable companies.

Come join the ranks of property managers who have experienced the LeadSimple difference!

We're in the business of simplifying yours.

Save time. Manage more with less. Focus on what matters most.

Combine your CRM, communications and processes into one software. Ensure steps aren't missed and deliver a consistent customer experience.

Stop chasing your team for updates. Centralize communication and document processes to reduce your dependence on any one person. Be more resilient.

Less Data Entry
Automatically sync with your Property Management Software to remove data entry and power your processes with up-to-date data.

Streamline workflows, automate communication and manual work so you can focus on growth and the customer experience.

How it works

#1 Goal Orientation Call

We'll get on a video call with you and help you define what processes you need to improve using a powerful scorecard we've created.

#2 Setting Proposal Scope

From there, we'll take those processes and draft a formal proposal with the total cost, timeline and detailed schedule for the implementation.

#3 Process Implementing

Then the work starts! We'll help you document your processes using our recommended mindset and structure. Then we'll build out your processes in your LeadSimple account.

#4 Weekly Meetings

We'll meet weekly with you and your team to build processes, review them and make improvements. This holds you and us accountable and keeps the project on track.

#5 Team Training

We'll actively train your team on each weekly meeting and throughout the week through support channels. We'll also enroll them in our process training course to get them up to speed with the system.

#6 Process Launch

As we complete processes we'll help you launch them to your team to use in real life. This way we can identify problems and improvements to optimize each process. At the end you'll have fully functioning processes that actually work in the wild.

Success stories in action

Here are some of our raving fans to tell you about their experience, and how we've helped their business stabilize and grow.

Get a free quote

Interested in process consulting? We want to hear from you! Pick a time for your free consultation.